JGRO vs SPYI
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF).
JGRO vs SPYI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGRO
$10B
SPYI
$10B
Expense Ratio
Winner
JGRO
0.44%
SPYI
0.68%
Max Drawdown
JGRO
22.70%
Winner
SPYI
18.53%
Sharpe Ratio
JGRO
0.84
Winner
SPYI
1.62
5Y Beta
JGRO
1.17
Winner
SPYI
0.83
P/E Ratio
JGRO
36.68
Winner
SPYI
29.13
Forward P/E
JGRO
27.12
Winner
SPYI
21.61
5Y EPS CAGR
Winner
JGRO
33.16%
SPYI
29.39%
Debt to Equity
JGRO
N/A
SPYI
42.84%
P/S Ratio
JGRO
4.41
Winner
SPYI
3.72
P/B Ratio
JGRO
10.24
Winner
SPYI
5.62
JGRO vs SPYI - Holdings Comparison
JGRO and SPYI have 71 common holdings. Overlap is 45.08%
JGRO's top 25 holdings weight is 69.39%. SPYI's top 25 holdings weight is 50.81%.
| Rank | JGRO | SPYI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.55% | NVIDIA CORP (NVDA) - 8.38% |
| #2 | APPLE INC (AAPL) - 8.87% | APPLE INC (AAPL) - 7.07% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.04% | MICROSOFT CORP (MSFT) - 5.03% |
| #4 | BROADCOM INC (AVGO) - 4.89% | AMAZON.COM INC (AMZN) - 3.83% |
| #5 | MICROSOFT CORP (MSFT) - 4.83% | BROADCOM INC (AVGO) - 3.51% |
| #6 | AMAZON.COM INC (AMZN) - 3.92% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #7 | TESLA INC (TSLA) - 2.96% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.89% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.21% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.76% | TESLA INC (TSLA) - 1.82% |
| #11 | ELI LILLY AND CO (LLY) - 1.64% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.38% | ELI LILLY AND CO (LLY) - 1.30% |
| #14 | n/a (TSM) - 1.33% | JPMORGAN CHASE & CO (JPM) - 1.25% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.28% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | CIENA CORP (CIEN) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | GE VERNOVA INC (GEV) - 1.19% | VISA INC CLASS A (V) - 0.82% |
| #18 | WALMART INC (WMT) - 1.18% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #19 | QUANTA SERVICES INC (PWR) - 1.18% | INTEL CORP (INTC) - 0.77% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.99% | WALMART INC (WMT) - 0.76% |
| #21 | NETFLIX INC (NFLX) - 0.96% | WESTERN DIGITAL CORP (WDC) - 0.29% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.88% | THE WALT DISNEY CO (DIS) - 0.28% |
| #24 | RTX CORP (RTX) - 0.83% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #25 | NATERA INC (NTRA) - 0.82% | AMPHENOL CORP CLASS A (APH) - 0.28% |
| Total Holdings | 121 | 472 |
JGRO vs SPYI - Historical Returns
Returns include dividend reinvestment.
1M
JGRO
-0.87%
Winner
SPYI
+0.10%
3M
Winner
JGRO
+8.51%
SPYI
+5.72%
6M
JGRO
+1.07%
Winner
SPYI
+6.53%
1Y
JGRO
+16.15%
Winner
SPYI
+20.09%
Max(CAGR)
Winner
JGRO
+18.95%
SPYI
+15.03%
JGRO vs SPYI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | SPYI |
|---|---|---|
| 2026 | +3.10% | +5.84% |
| 2025 | +14.51% | +16.80% |
| 2024 | +34.94% | +19.49% |
| 2023 | +38.76% | +18.18% |
| 2022 | -10.03% | -2.44% |
JGRO vs SPYI Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current JGRO drawdown is -3.94%. The current SPYI drawdown is -2.11%.
| Rank | JGRO | SPYI |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -16.46% Feb 19, 2025 - Jun 25, 2025 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -10.18% Sep 12, 2022 - Feb 1, 2023 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -7.70% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -7.54% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -6.60% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -7.53% Mar 22, 2024 - May 15, 2024 | -6.03% Feb 6, 2023 - Apr 13, 2023 |
| #7 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -4.65% Mar 28, 2024 - May 15, 2024 |
| #8 | -4.28% Jun 2, 2026 - Jun 5, 2026 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -3.50% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -3.11% Dec 6, 2024 - Jan 22, 2025 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -2.40% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -2.32% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -2.15% Feb 2, 2026 - Feb 25, 2026 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -2.09% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -1.86% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between JGRO and SPYI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
JGRO vs SPYI dividend yield comparison.
| Year | JGRO | SPYI |
|---|---|---|
| 2026 | 0.00% | 4.96% |
| 2025 | 0.16% | 11.70% |
| 2024 | 0.10% | 12.04% |
| 2023 | 0.17% | 12.01% |
| 2022 | 0.16% | 4.10% |
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